Explore a key Client Service Associate role at PBY Capital in Toronto. Engage with clients and support marketing initiatives while fostering collaborative relationships in a dynamic environment.

PBY Capital, founded in 2020, serves family offices and institutional clients. We seek a relationship-oriented Client Service Associate who will work closely with senior team members and report directly to the Vice-President. This role offers exposure to client service, business development, and operations, equipping you for future success in client relationship roles.

Key Responsibilities: • Deliver exceptional client experiences by supporting stakeholder relationships • Engage in business development,



organizing client events and conferences • Coordinate marketing efforts and client communications efficiently • Maintain accurate records in CRM and produce custom reports • Support client onboarding and review account documentation

Requirements: • Bachelor’s degree in Business or Finance related field • 2-5 years in financial services or investment management • CFA designation or candidacy preferred • Proficiency in Microsoft Office, especially Excel • Solid attention to detail and organizational skills

Bring your client-focused mindset and strong communication skills to enhance PBY Capital’s service delivery. #J-18808-Ljbffr

📌 Client Service Associate in Toronto (Winnipeg)
🏢 PBY Capital
📍 Winnipeg